HomeMy WebLinkAbout06-12-12__,,,,~~M~~ (~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES try~l~'y.^"~~{ y~_ ~fLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~H,{r~,~~#J;~*+~~~ AND ASSESSMENT OF TAX
PO BOX 280601 t v '~
HARRISBURG PA 17128-0601
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STEVE C NICHOLAS ~~ ~'~~'
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2215 FOREST HILLS DR
HARRISBURG PA 17112-1099
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 06-05-2012
ESTATE OF PROKOP JOHN L
DATE OF DEATH 03-09-2011
FILE NUMBER 21 11-0431
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS F~
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PROKOP JOHN LFILE N0.:21 11-0431 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (.Schedule A) (1) 136,400.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) 282,825.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 117,725.11
6. Jointly Dwned Property (Schedule F) (6) 465, 273.35
7. Transfers (Schedule G) ~7) 325, 970.93
8. Total Assets [8) 1 , 328 , 194.39
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) I9) 29,84 6. 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14,763.13
11. Total Deductions X11) 44,609.26
12. Net Value of Tax Return X12) 1,283,585.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 1,283,585.13
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
06-07-2011 CD014545 6,710.53
12-09-2011 CD015312 .00
C15) .00 X
(16). .00 X
C17) 1 .28 3.F;8~.13 X
cls) .00 x
AMOUNT PAID
00 - .00
045 = .00
12 = 154,030.22
15 = .00
c19)= 154,030.22
27,500.00
19,819.69
TOTAL TAX PAYMENT 154,030.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.